Switching to Simplicity Kiwisaver is… Simple

In this video, I demonstrate how easy it is to switch your KiwiSaver fund to Simplicity. Switching will take you less time than it will to watch this video. You don’t even need to know who your existing KiwiSaver fund is with.

I also touch on the importance of reading a fund’s Product Disclosure Statement (PDS), selecting an appropriate investment option, and nominating the appropriate PIR (tax rate) for your Kiwisaver funds.

Note: this video doesn’t include any personalised financial advice. Nor am I affiliated with Simplicity.

I hope the information in this article is useful. If you have any feedback, let me know. (Feedback is anonymous unless you include your contact details.) *

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(c) 2018 Sonnie Bailey. Sonnie is an Authorised Financial Adviser - disclosure statements are available on request. All information on this site is general in nature and no substitute for personalised financial advice.